Automation and AI
Automate what your team does by hand every day
Capturing WhatsApp orders, sending payment reminders, reading invoices into a table, mailing the weekly report. One bounded flow, in production in two to three weeks, with a clear limit, a log of every action and a person in the loop for anything irreversible.
The problem
If someone copies and pastes between four tools every day, that is already a system
It is just being run by a person. Orders arrive on WhatsApp and get copied into a notebook. PDF invoices are typed by hand. Monday's report is built on Sunday. The same three questions are answered fifty times.
Each of those tasks has errors, leaves no record and depends on that person being there.
- Spreadsheet
- Sales note
- Invoicing
The data is captured once and reaches the other three places on its own. Someone reviews what does not add up; nobody types it again.
What it includes
The task one person does today, done on its own with a log
Automation sprint
One flow, up to three tools, odd case included. The WhatsApp order is recorded with who, how much and where it stands; the payment reminder goes out on the right day; the weekly report arrives on Monday without anyone building it.
Tool integration
When information is exported from one tool and uploaded to another: orders to invoicing, payments reconciled, online-store inventory deducted on its own. In our own store, every confirmed payment deducts inventory and sends a Telegram alert.
AI assistants
Answer frequent WhatsApp questions and hand the rest to a person with context. Read invoices or PDF forms into a table. Summarize the week. Always within a written limit: what it answers, what it reads, what goes to a human.
How it is delivered
With a limit, a log and a person in the loop
- 01Before building, we define what it does and does not do, and agree a metric: messages resolved without a person, minutes per document.
- 02Every action is logged; you can see what it did and correct it.
- 03Nothing that touches money, health or a commitment to a customer runs without human review.
- 04It starts as a pilot with full review and moves to production with partial review when the real sample justifies it.
- 05It runs in your accounts with your keys; model usage costs are yours and are estimated in the review.
When it does not make sense
We tell you before charging
- If the process changes every week, not yet. It gets fixed by hand first.
- If volume is low, a person does it cheaper and better; the review calculates it with your numbers.
- If you just want to “add AI” without a task that saves measurable hours, we do not do it.
- ChatGPT is for thinking. To operate it needs your data, permissions, continuity and someone accountable; that is what we build around it.
Proof
Automation already running in production
ERP DG: four live alerts, an automatic audit log over fifteen tables and a daily encrypted backup that runs on its own.
InovaTienda: card or OXXO payments that deduct inventory and send a Telegram alert, with coupons re-validated server-side before charging.
See the casesFAQ
Questions about this service
How is this different from Zapier or Make?
They are good for testing. With permissions, volume, odd cases or money involved, they break or get expensive. We start simple and migrate without redoing when it grows.
How long does it take?
An automation sprint, two to three weeks. An AI assistant, two to five depending on data sources, because it starts as a pilot with human review.
What happens when the assistant cannot answer?
It hands the conversation to a person with the context of what was already said. That limit is written before building.
Where does my data live?
In your accounts, with your keys. The review defines what the assistant may see and what it may not.
Which task does your team repeat every day?
Tell us in 20 minutes. We tell you whether it is worth automating, with what limit and how we would measure it. If it is not, we say so too.